Certus Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Certus Wealth Management, LLC
- $130 Million
- Q2 2024
A detailed history of Certus Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Certus Wealth Management, LLC holds 89,172 shares of ITOT stock, worth $11.1 Million. This represents 8.17% of its overall portfolio holdings.
Number of Shares
89,172
Previous 94,703
5.84%
Holding current value
$11.1 Million
Previous $10.9 Million
3.0%
% of portfolio
8.17%
Previous 8.61%
Shares
5 transactions
Others Institutions Holding ITOT
# of Institutions
1,336Shares Held
302MCall Options Held
97.2KPut Options Held
16.1K-
Black Rock Inc. New York, NY48.8MShares$6.07 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA48MShares$5.98 Billion1.4% of portfolio
-
Betterment LLC New York, NY12.4MShares$1.54 Billion3.81% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.32 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.84MShares$1.1 Billion0.38% of portfolio